Boyd Watterson Asset Management’s WEC Energy WEC Stock Holding History

Boyd Watterson Asset Management’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.6K	Hold	228	–	–	0.01%	226
2026 Q1	$26.4K	Hold	228	–	–	0.01%	230
2025 Q4	$24K	Hold	228	–	–	0.01%	240
2025 Q3	$26.1K	Hold	228	–	–	0.01%	229
2025 Q2	$23.8K	Hold	228	–	–	0.01%	239
2025 Q1	$24.8K	Hold	228	–	–	0.01%	241
2024 Q4	$21.4K	Hold	228	–	–	0.01%	256
2024 Q3	$21.9K	Hold	228	–	–	0.01%	256
2024 Q2	$17.9K	Hold	228	–	–	0.01%	272
2024 Q1	$18.7K	Hold	228	–	–	0.01%	269
2023 Q4	$19.2K	Hold	228	–	–	0.01%	268
2023 Q3	$18.4K	Hold	228	–	–	0.01%	262
2023 Q2	$20.1K	Hold	228	–	–	0.01%	262
2023 Q1	$21.6K	Hold	228	–	–	0.01%	253
2022 Q4	$21.4K	Buy	+228	New	+$21.1K	0.01%	253

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Boyd Watterson Asset Management's WEC Position: Q2 2026 in Review

Boyd Watterson Asset Management held its WEC Energy (WEC) position steady in Q2 2026 at 228 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #226.

Boyd Watterson Asset Management first reported a position in WEC in Q4 2022 and has held it in 15 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Boyd Watterson Asset Management held 228 shares of WEC Energy worth $26.6K as of Q2 2026.
Boyd Watterson Asset Management left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.01% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #226 holding.
Boyd Watterson Asset Management first reported a position in WEC Energy in Q4 2022 and has held it in 15 quarters since.
1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.